Quarterly planning used to mean a full day off-site. You’d fly to a resort, brainstorm in breakout rooms, and return with ...

Client account reviews provide an opportunity for a business professional to assess the current state of his customer's financial status, changes in goals and any other relevant information. Because ...

The American Institute of CPAs has begun offering intermediate and advanced certificates to CPAs who perform “single audits” of governmental entities and grantees and audits of employee benefit plans.

A recent report from the Department of Labor s Employee Benefit Security Administration should serve as a wake-up call for plan sponsors to make the audit process and auditor selection a high priority ...